Waters Parkerson & Co’s Evergy EVRG Stock Holding History

Waters Parkerson & Co’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,835	Closed	-$200K	–	182
2023 Q4	$200K	Buy	+3,835	New	+$193K	0.01%	176
2023 Q3	–	Sell	-3,835	Closed	-$224K	–	181
2023 Q2	$224K	Hold	3,835	–	–	0.01%	167
2023 Q1	$234K	Hold	3,835	–	–	0.01%	162
2022 Q4	$241K	Hold	3,835	–	–	0.01%	157
2022 Q3	$228K	Hold	3,835	–	–	0.02%	157
2022 Q2	$250K	Hold	3,835	–	–	0.02%	154
2022 Q1	$262K	Hold	3,835	–	–	0.01%	157
2021 Q4	$263K	Hold	3,835	–	–	0.01%	157
2021 Q3	$239K	Buy	+3,835	New	+$251K	0.01%	162

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return